GREENLEAF TRUST
Institutional investor · Portfolio as of Q4 2024
Top Holdings806 positions
STRYKER CORPORATION | 17.7M | $6.4B | 58.2% | $184.67 | +91.54% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 1.9M | $1.1B | 10.1% | $280.99 | +105.15% | 24 qtrssince 2019-Q1 | Increased 65 |
ISHARES TR | 2.8M | $198.3M | 1.8% | $50.25 | +34.87% | 24 qtrssince 2019-Q1 | Decreased 0 |
APPLE INC | 709,917 | $177.8M | 1.6% | $75.70 | +228.42% | 24 qtrssince 2019-Q1 | Increased 48 |
ISHARES TR | 2.3M | $145.2M | 1.3% | $35.09 | +73.70% | 24 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 325,726 | $137.3M | 1.2% | $193.11 | +115.30% | 24 qtrssince 2019-Q1 | Decreased 0 |
NVIDIA CORPORATION | 855,876 | $114.9M | 1.0% | $13.77 | +872.73% | 24 qtrssince 2019-Q1 | Increased 47 |
AMAZON COM INC | 506,707 | $111.2M | 1.0% | $121.43 | +80.67% | 24 qtrssince 2019-Q1 | Increased 47 |
ISHARES TR | 803,749 | $92.6M | 0.8% | $72.20 | +55.92% | 24 qtrssince 2019-Q1 | Decreased 0 |
ISHARES TR | 2.1M | $88.4M | 0.8% | $36.41 | +11.57% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 418,037 | $79.6M | 0.7% | $66.05 | +186.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
VISA INC | 235,687 | $74.5M | 0.7% | $177.46 | +75.78% | 24 qtrssince 2019-Q1 | Increased 42 |
META PLATFORMS INC | 112,715 | $66M | 0.6% | $196.26 | +196.64% | 24 qtrssince 2019-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC DEL | 139,841 | $63.4M | 0.6% | $219.33 | +106.67% | 24 qtrssince 2019-Q1 | Decreased 0 |
SPDR S&P 500 ETF TR | 104,295 | $61.1M | 0.6% | $356.01 | +61.45% | 24 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 293,132 | $55.5M | 0.5% | $89.03 | +111.38% | 24 qtrssince 2019-Q1 | Increased 42 |
ISHARES INC | 1M | $52.8M | 0.5% | $47.51 | +6.92% | 16 qtrssince 2021-Q1 | Decreased 0 |
VANGUARD INDEX FDS | 71,424 | $38.5M | 0.4% | $345.83 | +52.59% | 19 qtrssince 2020-Q2 | Increased 35 |
| 430,412 | $36.6M | 0.3% | — | — | — | Increased 36 | |
S&P GLOBAL INC | 72,450 | $36.1M | 0.3% | $305.90 | +51.85% | 24 qtrssince 2019-Q1 | Decreased 0 |
GREENLEAF TRUST manages $11B across 806 positions as of Q4 2024. Top holdings: SYK (58.2%), IVV (10.1%), IEFA (1.8%). Fund DNA: Concentrated Value. HoldingsIntel Score: 5/5.0.
Active quarter - 36 new positions, 62 exits, 437 increased. Top move: IVV (INCREASED, conviction 65). Portfolio: $11.0B across 806 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR